+6.3%
WDI vs VT
+61.6%
-55.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +0.2% |
| 7D | -0.7% | -4.2% | +3.5% | +1.1% |
| 30D | 0.0% | -5.8% | +5.8% | +2.6% |
| 3M | -7.8% | -5.2% | -2.5% | -5.6% |
| 6M | -10.7% | +0.1% | -10.9% | -11.0% |
| YTD | -6.8% | +8.2% | -15.1% | -10.4% |
| 1Y | -7.5% | +10.1% | -17.7% | -11.8% |
| 3Y | +29.5% | +69.7% | -40.2% | +0.9% |
| 5Y | +7.8% | +53.4% | -45.5% | -15.7% |
| All | +6.3% | +61.6% | -55.2% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling